WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.73B
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$2.61M
3
+$2.23M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.22M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.08M

Top Sells

1
+$13.8M
2
+$3.94M
3
+$3.4M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$3.37M
5
AAPL icon
Apple
AAPL
+$2.87M

Sector Composition

1 Technology 24.56%
2 Financials 9.6%
3 Healthcare 9.16%
4 Industrials 7.95%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$632 ﹤0.01%
90
852
$598 ﹤0.01%
+2
853
$527 ﹤0.01%
23
854
$527 ﹤0.01%
10
855
$506 ﹤0.01%
31
856
$427 ﹤0.01%
4
857
$413 ﹤0.01%
7
858
$328 ﹤0.01%
51
859
$320 ﹤0.01%
13
860
$215 ﹤0.01%
20
861
$165 ﹤0.01%
10
862
$162 ﹤0.01%
+6
863
$148 ﹤0.01%
+12
864
$130 ﹤0.01%
+3
865
$125 ﹤0.01%
5
866
$65 ﹤0.01%
3
867
$41 ﹤0.01%
1
-79
868
$38 ﹤0.01%
3
869
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870
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-403
871
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872
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873
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-100
874
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875
– –
-168
33 34
35
36 37